Create an Organization

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This article explains how to create an Organization in MotionTools. For more information about Organizations, please read the Organizations article.

To create a new Organization, open the Organizations Tab and click on the Add button.

Add General information

Now, you are asked to fill in the general information about the company, and you can choose whether the Organization type is a Company or an Individual.

You can also assign a service area to an Organization by choosing a service area from the dropdown. This option is tied to the automatic driver switch organization feature. This feature automatically switches the driver to the organization when they enter its service area.

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If this feature isn't enabled and you'd like to use it, or if you need more information, please contact our customer success team.

Add Business address

Once you click on the Create button, you are on the Organization's details page, where you want to open the Business address section to add the address that will be stated on PDF receipts and invoices.

Add Members

When you open up the Members section, you can invite new or add existing Organization Managers to the Organization. You will also see a list of all the users here that belong to this Organization.

Invite new members

Click on the Invite members button and enter the email address of the Organization Manager you want to invite. To invite more than one member at a time, click Add row. Once you entered the Manager you want to add, hit Invite.

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Make sure the email address you've entered is correct and unique

Once you add an Org Manager, they will be sent an email with an invitation to complete the registration and sign up with the email address they were invited with.

Add existing members

Click on the Add existing members button and search for the member you want to add by name, phone number or email address. Select the member you want to add and click on the Add button to complete the action.

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You can only invite and add users with the Org Manager role here, as Admins already have the rights to manage the whole tenant, including all Organizations. If you want to learn how to invite an admin, read the Invite an Admin article.

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Organization Managers can belong to multiple Organizations at once.

Drivers section

In this section, you will see a list of all the drivers that belong to the Organization. A driver will be added to an Organization upon their invitation. You can read the Invite a Driver article to learn more.

Metadata section

In this section, you can add and manage Metadata attached to the Organization. You can read the Metadata article to learn what Metadata is and how you can use it.